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Portfolio (Quarterly) Guide ↗

DRW Securities, LLC

· CIK 0001481986
13F Portfolio $7.2B AUM 1,242 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 656 New 341 Added 215 Reduced 618 Exited
Page 41 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 MUR MURPHY OIL CORP Energy 8,595.0 $355K 0.01% NEW $41.25 -8.4%
802 CRC CALIFORNIA RES CORP Energy 5,116.0 $354K 0.01% NEW $69.22 -10.1%
803 IMAX IMAX CORP Communication Services 9,315.0 $354K 0.01% NEW $38.01 -10.9%
804 VERA VERA THERAPEUTICS INC Healthcare 8,795.0 $354K 0.01% NEW $40.23 -13.9%
805 IP INTERNATIONAL PAPER CO Consumer Cyclical 9,886.0 $353K 0.01% NEW $35.70 -11.8%
806 MMS MAXIMUS INC Industrials 5,504.0 $353K 0.01% NEW $64.10 -4.2%
807 MMSI MERIT MED SYS INC Healthcare 5,103.0 $352K 0.01% NEW $68.93 -7.7%
808 SPXU PROSH ULTRAPRO SHORT S&P 500 6,189.0 $351K 0.01% NEW $56.74 -32.6%
809 MOOG INC 1,199.0 $351K 0.01% +284.0 +31.0% $292.64
810 SPRY ARS PHARMACEUTICALS INC Healthcare 43,665.0 $351K 0.01% NEW $8.03 -2.9%
811 VOYA VOYA FINANCIAL INC Financial Services 5,120.0 $350K 0.01% NEW $68.32 +20.6%
812 INTW GRANITESHARES ETF TR 6,749.0 $350K 0.01% NEW $51.82 +518.8%
813 REXR REXFORD INDL RLTY INC Real Estate 10,684.0 $350K 0.01% NEW $32.73 +10.1%
814 DFH DREAM FINDERS HOMES INC Consumer Cyclical 25,084.0 $349K 0.01% NEW $13.92 +5.1%
815 AIR AAR CORP Industrials 3,175.0 $348K 0.01% NEW $109.46 -0.8%
816 CASY CASEYS GEN STORES INC Consumer Cyclical 476.0 $346K 0.01% -108.0 -18.5% $727.86 +13.3%
817 VTRS VIATRIS INC Healthcare 26,173.0 $345K 0.01% +15K +141.5% $13.18 +25.9%
818 LOPE GRAND CANYON ED INC Consumer Defensive 2,023.0 $344K 0.01% NEW $170.03 -7.8%
819 PK PARK HOTELS &RESORTS INC Real Estate 32,581.0 $343K 0.01% NEW $10.53 +8.2%
820 GTX GARRETT MOTION INC Consumer Cyclical 18,879.0 $343K 0.01% NEW $18.17 +82.8%
Page 41 of 63  ·  1,242 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.2%
Technology 16.1%
Consumer Cyclical 9.4%
Communication Services 9.4%
Real Estate 7.5%
Energy 7.5%
Industrials 7.0%
Basic Materials 6.0%
Healthcare 5.3%
Utilities 2.9%